See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,372 | $210,648+50.2% | $177,989+77.7% | $145,922+116.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.30% | 385.86%-365.6pp | 294.48%-274.2pp | 561.29%-541.0pp |
| Employer contribution / active EE | $19,107 | $4,565+318.6% | $3,949+383.9% | $4,660+310.1% |
| Participant deferral / active EE | $17,501 | $6,958+151.5% | $6,276+178.9% | $6,688+161.7% |
| Admin fee / account holder | $224 | $12,013-98.1% | $10,363-97.8% | $13,397-98.3% |